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Campaign management

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This document outlines the steps for defining different types of campaigns in retail Excel, including invoice level campaigns, item level campaigns based on value or quantity, and attribute level campaigns. It provides instructions on creating a new campaign, selecting the campaign type, period, customer group, category, store type, and other details before saving the campaign definition.

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Campaign Management Handling Promotions and Schemes
Click on New
Retail Excel Campaign Campaign Definition Non Trading SKUs Campaign Attribute Definition Campaign Customer Group Definition User Permission
Campaign Definition Item Level Campaign based on value Item Level Campaign based on Qty Attribute Level Campaign Invoice Level Campaign
Click on Campaign Definition
Click on New
Click on Invoice Level Campaign
Click on Campaign Type
Click on Campaign Effective Period
Click on Campaign Customer Group
Click on Campaign Category
Click on Campaign Category Type
Click on Campaign Store Type
Click on Campaign Details
Click on Save
Click on OK
Click on Campaign Definition
Click on New
Click on Item Level Campaign
Click on Campaign Type
Click on Effective Period
Click on Customer Group
Click on Campaign Category
Click on Campaign Type
Click on Store Type
Click on Item Details
Click on Save
Click on OK
Click on Campaign Definition
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